Milestones Private Investment Advisors LLC is a large advisory firm based in Fairport. It manages $126.05 million of regulatory assets for 559 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Delaware, Florida, New York, and Texas.
Milestones Private Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Milestones Private Investment Advisors LLC is $126.05 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Milestones Private Investment Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Milestones Private Investment Advisors is high net worth individuals with 35 clients and $82.4 million of assets under management. Among the 8 most similar advisory firms, Milestones Private Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $126.05 million for 186 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Milestones Private Investment Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Milestones Private Investment Advisors LLC performs its advisory services is located at 375 Woodcliff Drive, Fairport, NY 14450, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-203-1956. The normal business hours are 8:30 am to 4 pm on Monday - Friday.